Why Connect Your Swan Account?
By connecting your Swan account, you can securely:
In Spend Management:
👍 Top up your account
👥 Manage members
💳 Visualize and manage cards and card requests
In Payment Management:
💰 View your balance and scheduled balance
📄 Download your account statements
💸 Initiate payments
❌ Cancel payments
How to Connect Your Swan Account
Navigate to the Spend or Payment section in Agicap.
Click on 🔗 Connect Account or Log in to Swan Account.
Enter your Swan account credentials when prompted.
Follow any additional on-screen instructions to complete the connection.
Once connected, you can seamlessly manage your spend and payments right from Agicap.
Changing the Swan Validator User
To change the person responsible for validating payments:
Disconnect your current Swan account in Agicap.
Reconnect by selecting the desired user:
Click on 🔗 Connect Account.
Choose the appropriate user from the login menu.
Enter their Swan account credentials.
This updates the validator user for payments.
💡 Tips
Always double-check you're connected to the correct Swan account to avoid any confusion.
Keep your login details secure to protect your financial information.
Regularly update your connected account if team roles change.
Q&A ❓
How do I disconnect my Swan account from Agicap?
To disconnect:
Go to Account Settings in Agicap.
Select Connected Accounts.
Click on your Swan account and choose Disconnect.
Can multiple users connect their Swan accounts to Agicap?
Yes, but each user must connect their Swan account individually. Ensure you're logged in with the correct user credentials.
What should I do if I have issues connecting my Swan account?
If you encounter any issues:
Check your internet connection.
Ensure your Swan credentials are correct.
If problems persist, contact Agicap support for assistance.